+72.5%
HAL vs FLUT
-66.0%
+138.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | +0.5% | +3.8% | -3.4% | +0.2% |
| 30D | +15.9% | +6.3% | +9.6% | +15.4% |
| 3M | -8.7% | -4.0% | -4.7% | -8.5% |
| 6M | +9.0% | -10.3% | +19.3% | +9.9% |
| YTD | +32.0% | -53.2% | +85.2% | +49.6% |
| 1Y | +72.5% | -65.0% | +137.5% | +106.9% |
| All | +72.5% | -66.0% | +138.5% | +106.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FLUT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling